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Key Takeaways from the 2022 GIPS® Standards Conference
Key takeaways from the conference include clarifications on the SEC Marketing rule, best practices for the implementation of the GIPS standards and…
Large vs Significant Cash Flows – What’s the difference?
Wondering what the difference is between “large” and “significant” cash flows for GIPS purposes? The main difference is…
How to Survive a Verification Part 3: Verification Testing
Trying to get through GIPS verification testing? Here we explain exactly how testing is determined and what you need to know to...
GIPS Conference 2021: Key takeaways
Key takeaways from the conference include complying with the 2020 GIPS Standards, the SEC Marketing rule, ESG reporting and…
How to Survive a GIPS Verification Part 2: Kick-off and Initial Data Request
Want to properly kick-off your GIPS verification & understand what your verifier needs & why? Read on & access free downloads to get started.
How to Create a Distribution Log for GIPS Reports
Are you maintaining a GIPS Report distribution log? Under the 2020 Edition of the GIPS standards, those claiming GIPS compliance are required to demonstrate that their GIPS Reports are distributed to prospects. What this means is...
GIPS Compliance FAQs
When do we need to distribute GIPS Reports? Do we have to market every composite? Can I present performance without a GIPS Report? FAQs about GIPS compliance answered…
Key Takeaways from the 2020 GIPS® Standards Virtual Conference
Did you miss the GIPS Conference this year? Most of this year’s conference was focused on compliance with the 2020 GIPS standards, as well as important discussions around US-specific (SEC) regulatory compliance and ESG performance. Below are some key takeaways from this three-day event.
Part 2: Creating GIPS Policies and Procedures
Calculation Methodology, Books & Records, Composite Definitions & Rules, and Error Correction Policies As discussed in Part 1 of this two part series, GIPS compliant firms are required to document how they comply with the GIPS requirements as well as any recommendations that the firm chooses to follow. This document acts as the firm’s internal […]